7 Best Asset Classes to Hedge Against Inflation

The US Inflation Rate reached 8.26% in April 2022, hovering around its highest level since “The Great Inflation” of the 1980s. US Core Inflation and Core CPI have not only topped 6% for the first time since September 1982, but each has remained above 6% for all of 2022 so far. Download Visual | Modify … Continued

Monthly Market Wrap: April 2022

Welcome back to the Monthly Market Wrap from YCharts, where we review and break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? … Continued

How Oil and Gas Prices Impact the Economy

Since 2000, gas prices have exhibited a generally upward trend, with a few major pullbacks, and have also become increasingly volatile. It begs the question: why are gas prices going up all of a sudden? Lately, the conflict between Russia & Ukraine, rising inflation, and a global economic rebound are all combining to drive oil … Continued

Q1 2022 Fund Flows: March Buyers Bring April Sellers?

2021 ended with double-digit returns by stocks for the sixth straight year in a row. Through one quarter of 2022, there is clearly a lot of ground to make up. The S&P 500 (^SPX) and Bloomberg US Aggregate (^BBUSATR) are off to a rocky start… A late Q1 rally by stocks lost steam in early … Continued

Economic Update — Reviewing Q1 2022

The post-pandemic stock market rally came to a sobering halt in the first quarter of 2022. All three major US indices fell by double digit percentage points at some point in Q1. The Dow ended the first quarter of 2022 4.6% lower, the S&P 500 finished Q1 down 5%, and the NASDAQ was off 9.1% … Continued

Monthly Market Wrap: March 2022

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Interest Rates Are Getting Weird with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 3/22/22. Follow Ben on Twitter @awealthofcs for more!  —— Interest rates are on the move. Here’s a look at government bond yields moving up across the board: Download Visual l Modify in YCharts These yields still pale in comparison with the inflation rate but rates are now much … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

Can You Hedge a Stock Market Crash with an ETF?

The biggest stock market crashes of the 21st century are still etched into investors’ brains—the early 2000s Dot-Com bubble, the 2008 Financial Crisis, and the 2020 Coronavirus pandemic each rattled markets and our daily lives in unique ways. It seems that at any given moment, there are a number of reasons to expect a pull-back … Continued

Monthly Market Wrap: February 2022

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued